Transaction services

Write back to systems of record and transform business processes with an interactive mobile experience.

Screenshot showing an iPhone transactional dashboard allowing the user to fill out and submit a store inspection.
Screenshot showing an iPad transactional dashboard allowing the user to fill out and submit a store inspection.

Interact with data to approve requests, submit orders, change plans, and capture information from mobile devices. MicroStrategy Transaction Services lets the Intelligent Enterprise embed write-back functionality into documents, dashboards, and applications—enabling people to make decisions and initiate transactions while on the go.

Take action on your data instantly.

MicroStrategy Mobile makes it simple to add transactional capabilities to mobile apps. This highly scalable solution can store thousands of user transactions and trigger new business processes, reallocate enterprise resources, and accelerate business activity. Transaction capabilities can enable users to submit and update data and images in ERP systems, CRM systems, and operational databases.

Screenshot showing an iPad transactional dashboard form while a signature is being added.
Screenshot showing an iPad transactional dashboard with drug perscription details and comments, and signature.
Screenshot showing an iPhone transactional dashboard with drug perscription details and comments, and signature.

Examples of mobile-enabled transactional inputs include:

Touch-based inputs

Use a wide range of transactional input forms to change and add new data. These include using text and number inputs, calendar, camera, GPS, switches, steppers, and sliders.

Image capture

Capture and upload images to a database or ERP system. Retailers can capture storefront or product displays, insurance agents can add images alongside claims notes, and business people can attach visual records of receipts alongside expense filings.

Signature capture

Capture signatures directly from your mobile devices. Signatures are stored in the database using the write/back capability embedded with Transaction Services.

Interact with your data even when offline.

Approve, submit, or edit information even when away from a cellular or Wi-Fi signal. When offline, transactions are queued for submission when you next connect. Alert bages in transaction-enabled dashboards notify users of pending transactions.

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Product Demo

Offline transactions

With MicroStrategy users can monitor the organizations performance in the palm of their hand even when away from a cellular or Wi-fi signal.

Turn insight into action.

Use MicroStrategy Mobile apps with transaction-enabled workflows to give users a two-way interactive mobile experience that enhances collaboration and communication.

Appointment scheduling

  • Schedule services
  • Collect customer data
  • Cancel and reschedule

Financial management

  • Manage exposure
  • Approve transfers
  • Update transactions

Remote data collection

  • Empower your sales force
  • Record notes from the field
  • Capture event information
Screenshot of an iPad transactional dashboard allowing the user to register for events and classes.
Screenshot of an iPad dashboard showing finanacial risk of several institutions.
Screenshot showing an iPad transactional dashboard allowing the user to fill out and submit a store inspection.

Learn more about transaction services

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